Info: The integration currently only works with QuickBooks Online (QBO).
Benefits
Client-level connections: Under Client QuickBooks Connections, you can link each client entity to its own QBO company.
Automatic invoice creation: When you create a payment task (invoice type) in Truss, we’ll attempt to create the corresponding invoice in QBO. You can manually link a customer if the automatic match fails.
Task cards: Invoice tasks now show a QuickBooks icon you can click to view the invoice in QBO. Error indicators will pop up if there’s a customer-matching issue.
Payment sync: Payments made in QBO will hit our new webhook endpoint, which will mark the related Truss tasks as paid. Truss-processed payments also create QBO payments and reattach receipts to Truss.
No more manual downloads or data re-entry. Your invoices and payments stay in sync across Truss and QuickBooks.
Connect the Integration in Truss
Click your profile menu in the upper-right to open the drop-down.
Click on Integrations.
Scroll down and click on Connect to QuickBooks.
Use either Email/User ID or Phone to log into QuickBooks.
Managing Settings
After you have successfully connected the integration, clicking the integration icon opens the QuickBooks Integration Settings.
A. Connection
This section displays the current status of the integration on the right, and the Company name and Realm ID of the connected account.
B. Invoice Sync
You can enable or disable the sync feature here. Enabling the feature allows for Truss to automatically sync invoices and payments to QuickBooks.
Payment tasks created in Truss automatically generate a corresponding invoice in QBO, provided a matching entity name is found.
Payments made through Truss are recorded in QBO.
Payments made in QBO mark the invoice in Truss as paid.
C. Client QuickBooks Connections
This feature allows the firm to connect a client's QBO account to their entity in Truss.
Click on Add Your First Connection to begin the process.
